United Capital Financial Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

United Capital Financial Advisors’s Portfolio DMXF Stock Details DMXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Sell	14,332 -1,540	-10%	-$126K	0.01%	738
2026 Q1	$1.19M	Buy	+15,872	New	+$1.24M	0.01%	694
2025 Q3	–	Sell	-20,585	Closed	-$1.53M	–	1212
2025 Q2	$1.53M	Sell	20,585 -1,465	-7%	-$104K	0.01%	498
2025 Q1	$1.48M	Sell	22,050 -17,380	-44%	-$1.18M	0.01%	483
2024 Q4	$2.55M	Buy	39,430 +3,757	+11%	+$255K	0.02%	372
2024 Q3	$2.57M	Buy	35,673 +6,872	+24%	+$476K	0.02%	364
2024 Q2	$1.94M	Buy	28,801 +3,529	+14%	+$238K	0.02%	412
2024 Q1	$1.72M	Buy	25,272 +129	+0.5%	+$8.46K	0.01%	459
2023 Q4	$1.61M	Buy	+25,143	New	+$1.49M	0.01%	460

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

United Capital Financial Advisors's DMXF Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 9.7% in Q2 2026, selling an estimated $126K and leaving 14,332 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #738.

United Capital Financial Advisors first reported a position in DMXF in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

United Capital Financial Advisors held 14,332 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.21M as of Q2 2026.
United Capital Financial Advisors sold 1,540 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $126K.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #738 holding.
United Capital Financial Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
United Capital Financial Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.57M in Q3 2024.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.